See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,884 | $49,922-68.2% | $80,569-80.3% | $75,163-78.9% |
| Participation rate | 87.2% | 55.3%+31.9pp | 67.0%+20.2pp | 67.2%+20.0pp |
| Annual return | 53.07% | 34.69%+18.4pp | 935.43%-882.4pp | 160.62%-107.5pp |
| Employer contribution / active EE | $1,829 | $1,698+7.7% | $2,723-32.8% | $2,670-31.5% |
| Participant deferral / active EE | $4,529 | $2,990+51.5% | $4,447+1.8% | $4,125+9.8% |
| Admin fee / account holder | $1,604 | $3,577-55.2% | $5,377-70.2% | $5,651-71.6% |